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Updated almost 3 years ago on . Most recent reply

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Mathieu Laquerre
  • Investor
  • Ottawa, Ontario
17
Votes |
47
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Any good CRM to track investors leads?

Mathieu Laquerre
  • Investor
  • Ottawa, Ontario
Posted

We are growing our business and I’m having a are time to track my leads any suggestions?

Cheers!

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Natalie Kolodij
  • Tax Strategist| National Tax Educator| Accepting New Clients
4,492
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3,741
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Natalie Kolodij
  • Tax Strategist| National Tax Educator| Accepting New Clients
ModeratorReplied

Podio is where it's at. I use it for my tax firm and real estate. 

For real estate I think it's totally worth it to just get the wholesale hacker build for it. Worth to value to just have it ready to go. (You can search it)

Podio can be kind of a pain to get everything setup, having it done for you means you're not wasting time figuring all that back end stuff out. 

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Kolodij Tax & Consulting

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